The family office directory for dealmakers.
Family office profiles — assets under management, headquarters, asset-class focus, and decision-makers. Get access for contacts, warm paths, and the full mandate.
Seneschal Family Office
$250M-$1BSeneschal Family Office (“Seneschal”), established in 2004, is an American investment advisor and multi-family office based in Tac…
View profileSolventis
$250M-$1BSolventis is an independent financial group founded in 2002 by a team of professionals with diverse experience across the investme…
View profileWall Capital Group (WCG)
$250M-$1BWall Capital Group (WCG) is a US investment advisory firm founded by David Wall in 1990 and headquartered in Phoenix, Arizona. The…
View profileSavior Wealth
$250M-$1BSavior Wealth is a wealth manager based in Waltham, Massachusetts. It offers private clients and high net worth individuals financ…
View profileMeridian Financial LLC
$250M-$1BMeridian Financial LLC is a boutique multi-family office providing customized financial planning, wealth management, and lifestyle…
View profileADS Investment Solutions (ADSI)
$250M-$1BADS Investment Solutions is an asset management firm founded in 2017 and based in Abu Dhabi, United Arab Emirates. Investments are…
View profileBloomsbury Wealth
$250M-$1BBloomsbury Wealth is a private financial service firm based in London, UK. Bloomsbury Wealth operates as a trade name under the um…
View profileCallanish Capital
$250M-$1BCallanish Capital is a UK-based independent wealth management firm and multi-family office founded in 2021 by Oliver Murray and La…
View profileGrupo Independiente
$250M-$1BGrupo Independiente is a Peruvian company offering financial services including an investment platform and a multi-family office. …
View profileHotel Capital Partners (HCP)
$250M-$1BHotel Capital Partners is a subsidiary of the 360 Capital Group based in Sydney, Australia. The firm offers specialist hotel inves…
View profileNico Hüsch GmbH
$250M-$1BNico Hüsch GmbH (“Nico Hüsch”) is an independent investment advisory firm in Hamburg, Germany, that serves multiple families. The …
View profileNineteen Private Capital AB
$250M-$1BNineteen Private Capital AB is the alternative investment vehicle of Wallenburg Investments AB, the office of the eponymous Swedis…
View profileOA Capital
$250M-$1BOA Capital (f/k/a Osborne Advisors) is an independent US wealth management firm founded by David Osborne in 1999, headquartered in…
View profileRuocco & Partners Multi Family Office
$250M-$1BRuocco & Partners Multi Family Office (“Ruocco”) is an Italian multi-family office that was established in 2008. Located in Rome, …
View profileShun Hing Capital Asia Ltd (SHCA)
$250M-$1BShun Hing Capital Asia Ltd, founded in 2003, is the investment arm of Shun Hing Group with its headquarter in Kowloon, Hong Kong. …
View profileWealth Asset Managers (NSI)
$50M-$250MNelson Securities, Inc. (d/b/a Wealth Asset Managers) is a US investment advisory firm founded in 1983, headquartered in Spokane, …
View profileCope Corrales
$50M-$250MCope Corrales is an American multi-family office based in Washington DC. It was founded in January 2019 by Joseph Cope and Luis Co…
View profileMorse Capital Partners (MCP)
$50M-$250MMorse Capital Partners is a wealth management firm founded in 2008 and based in Richmond, Virginia. Clients advised by the firm in…
View profileAres Financial Consulting (AresFC)
$50M-$250MAres Financial Consulting is a US investment advisory firm founded in 2016 by Jeffrey Richter and headquartered in Calabasas, Cali…
View profileAqua Group
$50M-$250MAqua Group is a multi-family office founded in 2012 by Joanne Luce with approximately 34 personnel.…
View profileAurum Gestão De Patrimônio Ltda
$50M-$250MAurum Gestão De Patrimônio Ltda ("Aurum") is a multi-family office founded in 2019 and is based in São Paulo, Brazil. The firm is …
View profileIndependent Family Office, LLC
$10B+Independent Family Office, LLC is a boutique registered investment adviser founded in 2005 that serves high net worth individuals …
View profileQuest 10 Wealth Builders (Q10WB)
$50M-$250MQuest 10 Wealth Builders, the investment advisory arm of Complete Financial Solutions, was founded in 2012 and is headquartered in…
View profileRealta Wealth (RIA)
$50M-$250MRealta Wealth, formerly known as CoastalOne, is a US investment advisory firm founded in 1989 and headquartered in Wilmington, Del…
View profileAurelius Family Office, LLC
$50M-$250MAurelius Family Office (‘Aurelius’) is a Registered Investment Advisory firm that specialises in financial planning and generation…
View profileAxiom Capital
$50M-$250MAxiom Capital is a US investment advisory firm founded in 1990, with its headquarters in New York City.CIO Liam Dalton oversees th…
View profileOutrunner Capital LLC
$50M-$250MOutrunner Capital LLC (“Outrunner”) is a multi-family office based in Austin, Texas. The firm employs around five personnel.…
View profileONE Gas Inc. Other Post-Employment Benefits
$50M-$250MONE Gas, Inc. is a regulated publicly traded natural gas utility headquartered in Tulsa, Oklahoma. The company distributes natural…
View profileAMB Multi Family Office
$50M-$250MAMB Family Office SA (“AMB”) was founded in 2007 by Ubirajara dos Santos Vieira and Mariane Bechert, former Banco do Brasil employ…
View profileMonetiza Gestão De Investimentos Ltda
$50M-$250MMonetiza Gestão De Investimentos (“Monetiza”) is a Brazilian multi-family office founded in 1996 by Fabricio Vermelho Martins. It …
View profilePenn Capital LLC
$50M-$250MPenn Capital LLC (“Penn Capital”) is an American real estate investment firm, offering its services to high-net-worth investors an…
View profileDrawbridge Capital, LLC
$50M-$250MDrawbridge Capital provides actively managed, fundamentally driven bottom-up equity and multi-asset strategies designed to deliver…
View profileAlpha Capital Family Office LLC (ACFO)
$50M-$250MACFO is a registered investment adviser providing outsourced family office services including multi-custodian wealth management, c…
View profileThe Methodist Church in Great Britain
$50M-$250MThe Methodist Church in Great Britain is a non-profit organization based in London, UK. It was formally established in 1932 throug…
View profileEssential Investment Partners (EIP)
$50M-$250MEssential Investment Partners is a US investment adviser founded in 2001 and headquartered in Englewood, Colorado. The firm offers…
View profileProvenio Capital
$50M-$250MProvenio Capital is a boutique advisory firm specializing in alternative investments and strategic wealth management with $1.6 bil…
View profileAdventHealth
$10B+Adventist Health System Sunbelt Inc. (d/b/a AdventHealth) is a US non-profit organization founded in 1973 and headquartered in Alt…
View profileMountain Hill Investment Partners (MHIP)
$50M-$250MMountain Hill Investments Partners is a New Jersey-based wealth management firm and privately owned investment advisory firm, foun…
View profileAquasourça SAS
$50M-$250MAquasourça SA (“Aquasourça”) is a single-family office based in Lyon with branches in Luxembourg, Paris, and Brussels.…
View profileMactaggart Family & Partners
$50M-$250MMactaggart Family & Partners is the co-investment management platform of Western Heritable. A long established Family Office backe…
View profileOne Hill Capital Pte Ltd
$50M-$250MWeiling Chua | CEO | CEO | wchua@onehillcapital.com | https://www.linkedin.com/in/weiling-chua-58b0543/ Chua Thian Poh | Head of t…
View profileOUE Capital Pte Ltd
$50M-$250MOUE Capital Pte Ltd (“OUE Capital”) is a single-family office located in Singapore.…
View profileRheinGold Family Office
$50M-$250MRheingold Family Office (“Rheingold”) is a multi-family office founded in Singapore in 2020, by Steve Holdener and Yolanda Dai. Th…
View profileAscent Capital Partners
$50M-$250MAscent Capital Partners is a multi-family office headquartered in Scottsdale with an office in Dallas.…
View profileBoyle Capital
$50M-$250MBoyle Capital is a US wealth management firm founded in 2004 by Brian Boyle and based in West Des Moines, Iowa.As of December 31, …
View profileB.I.G. Investment Services (BIG)
$50M-$250MB.I.G. Investment Services is a Delaware-based wealth manager who has been serving clients for nearly 20 years. The investor serve…
View profileHaberdashers' Charities Investment Pools
$50M-$250MThe Haberdashers' Charities Investment Pools is a common investment fund that manages pooled investments for various charities und…
View profileDiversified Financial Management (DFM)
$50M-$250MDiversified Financial Management is a US investment advisory firm founded in 1986 and headquartered in Norwell, Massachusetts.Pres…
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